Caldwell Sutter Capital’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.3K | Buy |
735
+4
| +0.5% | +$443 | 0.04% | 300 |
|
|
2025
Q1 | $69.8K | Sell |
731
-148
| -17% | -$14.1K | 0.03% | 316 |
|
|
2024
Q4 | $85.3K | Buy |
879
+27
| +3% | +$2.62K | 0.04% | 292 |
|
|
2024
Q3 | $76.9K | Sell |
852
-7
| -0.8% | -$631 | 0.04% | 307 |
|
|
2024
Q2 | $72K | Sell |
859
-330
| -28% | -$27.7K | 0.04% | 307 |
|
|
2024
Q1 | $116K | Buy |
1,189
+35
| +3% | +$3.42K | 0.06% | 259 |
|
|
2023
Q4 | $114K | Buy |
1,154
+11
| +1% | +$1.09K | 0.06% | 255 |
|
|
2023
Q3 | $96.4K | Sell |
1,143
-7
| -0.6% | -$591 | 0.05% | 259 |
|
|
2023
Q2 | $104K | Buy |
1,150
+466
| +68% | +$42.1K | 0.05% | 246 |
|
|
2023
Q1 | $61K | Buy |
+684
| New | +$61K | 0.04% | 229 |
|